Hardman Johnston Global Advisors Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$2.10B
Q ending 2026-03-31
Prior quarter
$2.10B
Q ending 2025-12-31
Change
+0.3% QoQ · +0.6% YoY
Positions
73
reported holdings

Largest positions

All 73 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Cameco CorpCCJShares$369.4M3.4M
Asml Hldg NvShares$156.6M119K
Mercadolibre IncMELIShares$131.7M76K
Technipfmc PlcShares$121.8M1.8M
Howmet Aerospace IncHWMShares$96.8M420K
Vertiv Holdings CoVRTShares$93.1M371K
Nvidia CorporationNVDAShares$85.7M491K
Taiwan Semiconductor ManufacTSMShares$85.1M252K
Alphabet IncGOOGLShares$78.9M274K
Icici Bank LimitedIBNShares$77.3M3.0M
Curtiss Wright CorpCWShares$53.3M78K
Mastercard IncorporatedMAShares$46.9M94K
Microsoft CorpMSFTShares$46.3M125K
Apple IncAAPLShares$39.0M154K
Advanced Energy IndsAEISShares$35.9M111K
Eli Lilly & CoLLYShares$29.3M32K
Lauder Estee Cos IncELShares$29.1M405K
Schwab Charles CorpSCHWShares$28.3M302K
Corteva IncCTVAShares$26.6M317K
Vertex Pharmaceuticals IncVRTXShares$26.1M58K
Uber Technologies IncUBERShares$25.5M355K
Marsh & Mclennan Cos IncMRSHShares$23.5M135K
Edwards Lifesciences CorpEWShares$23.2M290K
Albemarle CorpALBShares$22.2M124K
Citigroup IncCShares$21.4M189K
Sharkninja IncShares$20.4M193K
Amazon Com IncAMZNShares$19.5M94K
Stmicroelectronics N VSTMShares$18.7M542K
Hexcel Corp NewHXLShares$17.7M219K
Iqvia Hldgs IncIQVShares$17.4M102K
Illumina IncILMNShares$17.0M138K
Medtronic PlcShares$16.6M192K
Automatic Data Processing InADPShares$16.6M81K
Stanley Black & Decker IncSWKShares$15.9M223K
Spdr Series TrustBILShares$15.4M168K
Elanco Animal Health IncELANShares$14.9M623K
Universal Display CorpOLEDShares$14.8M162K
Slb LimitedSLBShares$13.9M271K
Adobe IncADBEShares$12.2M50K
Meta Platforms IncMETAShares$12.0M21K
Boston Scientific CorpBSXShares$10.4M166K
Comcast Corp NewCMCSAShares$10.4M362K
Becton Dickinson & CoBDXShares$8.4M53K
Broadcom IncAVGOShares$8.0M26K
Alphabet IncGOOGShares$6.9M24K
Unitedhealth Group IncUNHShares$6.6M24K
Enterprise Prods Partners LEPDShares$5.5M145K
Abbott LaboratoriesABTShares$3.8M37K
Prologis Inc.PLDShares$3.0M23K
Procter & Gamble CoPGShares$2.4M17K
M & T Bk CorpMTBShares$2.2M11K
Waters CorpWATShares$2.2M7K
T-Mobile Us IncTMUSShares$2.1M10K
Eog Res IncEOGShares$2.0M14K
Chevron CorporationCVXShares$1.9M9K
Paypal Hldgs IncPYPLShares$1.6M36K
Exxon Mobil CorpXOMShares$1.5M9K
Merck & Co IncMRKShares$1.3M11K
Oneok Inc NewOKEShares$1.3M14K
Microchip Technology Inc.MCHPShares$953K15K
Eversource EnergyESShares$831K12K
Pfizer IncPFEShares$775K28K
Lxp Industrial TrustLXPShares$763K17K
Nebius Group N.V.Shares$665K6K
Hershey CoHSYShares$603K3K
Boeing CoBAShares$522K3K
Versant Media Group IncVSNTShares$513K14K
Shell PlcSHELShares$465K5K
Ge Vernova IncGEVShares$446K511
Ishares Gold TrIAUShares$317K4K
Trip Com Group LtdTCOMShares$286K6K
Ge AerospaceGEShares$268K946
Highwoods Pptys IncHIWShares$208K10K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.